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2,648 hedge funds and large institutions have $139B invested in Merck in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,239 increasing their positions, 980 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.72B

26% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 980

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.53% less ownership

Funds ownership: 73.46%72.93% (-0.53%)

1% less funds holding

Funds holding: 2,6742,648 (-26)

4% less capital invested

Capital invested by funds: $144B → $139B (-$5.57B)

Holders
2,648
Holders Change
-26
Holders Change %
-0.97%
% of All Funds
46.35%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.47%
New
113
Increased
1,239
Reduced
980
Closed
101
Calls
$2.93B
Puts
$1.72B
Net Calls
+$1.22B
Net Calls Change
+$893M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1126
Whitener Capital Management
North Carolina
$2.55M -$574K -7,551 -19%
WA
1127
Wealth Alliance
New York
$2.55M +$106K +1,391 +4%
FBC
1128
Fairfield, Bush & Co
Connecticut
$2.53M -$515K -6,765 -17%
ANTB
1129
AMG National Trust Bank
Colorado
$2.52M +$47.8K +628 +2%
Credit Agricole
1130
Credit Agricole
France
$2.52M +$745K +9,795 +41%
CHAM
1131
Clear Harbor Asset Management
Connecticut
$2.51M -$472K -6,212 -16%
CFGS
1132
Concourse Financial Group Securities
Alabama
$2.51M -$126K -1,658 -5%
WCA
1133
Westover Capital Advisors
Delaware
$2.51M +$186K +2,440 +8%
KWM
1134
Keebeck Wealth Management
Illinois
$2.51M +$53.5K +703 +2%
ST
1135
Spinnaker Trust
Maine
$2.51M +$211K +2,770 +9%
GW
1136
GW & Wade
Massachusetts
$2.51M +$180K +2,366 +8%
ECM
1137
EagleClaw Capital Management
Massachusetts
$2.49M +$1.52K +20 +0.1%
UCI
1138
Uncommon Cents Investing
Wisconsin
$2.49M +$108K +1,424 +4%
BDF
1139
Balasa Dinverno & Foltz
$2.48M +$64.9K +853 +3%
HI
1140
Hudock Inc
Pennsylvania
$2.47M -$11.3K -149 -0.5%
DWT
1141
Dorsey & Whitney Trust
South Dakota
$2.47M -$249K -3,276 -9%
BWM
1142
BigSur Wealth Management
Florida
$2.46M
RPWA
1143
Regent Peak Wealth Advisors
Georgia
$2.45M -$37.1K -488 -1%
S
1144
SignatureFD
Georgia
$2.45M +$233K +3,068 +10%
B
1145
Bailard
California
$2.45M -$153K -2,017 -6%
TI
1146
Truehand Inc
New Hampshire
$2.45M
OQS
1147
Occudo Quantitative Strategies
Florida
$2.41M +$2.44M +32,033 New
EF
1148
Empirical Finance
Pennsylvania
$2.4M +$135K +1,779 +6%
ESB
1149
Essex Savings Bank
Connecticut
$2.4M +$35.4K +465 +1%
CAG
1150
Csenge Advisory Group
Florida
$2.4M +$192K +2,525 +9%

MRK Hedge Fund Activity: Q3 2021 in Review

2,648 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2021, worth a combined $139B — down 3.9% from $144B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MRK positions and 101 closed out — a net gain of 12 holders — while 1,239 added to existing stakes and 980 trimmed.

The largest buyer was Invesco, adding an estimated $433M. The largest seller was Vanguard Group, cutting an estimated $1.15B.

  • 2,648 institutional investors held Merck (MRK) as of Q3 2021, down from 2,674 in Q2 2021.
  • Funds reported $139B of Merck stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 113 funds opened new Merck positions in Q3 2021 and 101 closed out, a net change of +12 holders.
  • The largest Merck buyer in Q3 2021 was Invesco, an estimated $433M added.
  • The largest Merck seller in Q3 2021 was Vanguard Group, an estimated $1.15B sold.

Based on aggregated 13F filings for Q3 2021.